SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,054
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.13M
3
+$5.98M
4
AMZN icon
Amazon
AMZN
+$4.17M
5
TSLA icon
Tesla
TSLA
+$2.88M

Top Sells

1
+$1.88M
2
+$1.45M
3
+$1.22M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$872K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$835K

Sector Composition

1 Technology 19.3%
2 Financials 9.41%
3 Consumer Discretionary 7.11%
4 Healthcare 6.73%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$33.4K ﹤0.01%
211
+33
1377
$33.2K ﹤0.01%
79
-4
1378
$33.2K ﹤0.01%
537
+282
1379
$33.2K ﹤0.01%
1,329
+921
1380
$33.1K ﹤0.01%
698
+418
1381
$33.1K ﹤0.01%
611
+176
1382
$33K ﹤0.01%
66
+8
1383
$33K ﹤0.01%
1,641
+505
1384
$32.9K ﹤0.01%
634
+356
1385
$32.9K ﹤0.01%
1,955
+258
1386
$32.9K ﹤0.01%
3,555
+795
1387
$32.9K ﹤0.01%
321
-314
1388
$32.7K ﹤0.01%
370
1389
$32.6K ﹤0.01%
398
+260
1390
$32.6K ﹤0.01%
1,463
+1,201
1391
$32.6K ﹤0.01%
1,024
+378
1392
$32.5K ﹤0.01%
190
+71
1393
$32.5K ﹤0.01%
91
+16
1394
$32.4K ﹤0.01%
388
-49
1395
$32.2K ﹤0.01%
197
1396
$32K ﹤0.01%
805
+335
1397
$32K ﹤0.01%
1,118
+786
1398
$31.9K ﹤0.01%
1,079
+188
1399
$31.8K ﹤0.01%
704
+222
1400
$31.8K ﹤0.01%
561
+71
54 55
56
57 58